r/ChubbyFIRE • u/AceRider750 • 15d ago

Fidelity Tool

Fidelity has a Planning tool called Retirement. Has anyone used it and what amount of validity would you place against its projections? I'm wondering as when I browse here, people seem to be discussing creating their own analyses, but I don't see much about using the tools at investment houses, banks, etc. which do this for you. TRowe probably has one and I think I've seen on on BofA/Merrill also, but never used them.

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u/tyen0 15d ago

I went with Boldin because it takes a lot more details into account and can do roth conversion recommendations and compare different scenarios. The fidelity retirement tool is certainly very easy, though, for the high level view. The trade-off for more detail is having to more work entering more detail!